Philanthropic Support 2015-16

TO THE HORIZON: Building a New Legacy for California’s Future

PHILANTHROPIC SUPPORT 2015-2016 TABLE OF CONTENTS

3 7 11 17 23 27 29 33 39 43 47 57 OVERVIEW CHARITABLE STUDENT ACADEMIC DIRECTED PUBLIC STUDENT UNIVERSITY IN MEMORIAM TRUSTEES’ APPENDIX DEFINITION GIVING SCHOLARSHIPS ENRICHMENT RESEARCH BENEFIT ATHLETICS SUPPORT AWARDS OF TERMS Dear Friends – It is my pleasure to share with you many of our philanthropic successes this year This past January, I committed our campuses to two audacious goals – to and express my deepest appreciation for your continued support. dramatically improve our four-year, six-year and transfer student graduation rates, while ensuring that every student, regardless of background, has the same The stories in this year’s report are testaments to the dedication, commitment and opportunity to achieve and succeed. generous leadership of our incredible donors and champions – like you – who share in the success of the California State University. I call it our Moon Shot. And like the Apollo missions that transfixed our world – and changed it in the process – Graduation Initiative 2025 is the CSU’s signature effort. This year, we exceeded our own expectations – both in dollars and impact. It stands among the most audacious, intensive and forward-thinking undertakings in Comprehensive campaigns – like the Campaign for SDSU and Bold. Thinking. our six-decade-plus history. at San Francisco State – far surpassed their respective fundraising goals for the Your continued support will be vital to its success. Your generosity will shape year. Numerous scholarships, programs, and research and academic enrichment our efforts to ensure opportunity for all students, regardless of circumstance. funds were established across the CSU to enhance our educational mission, Your leadership will define the story of the California State University for decades while endowed legacy gifts and estate commitments continue to build a path for to come. excellence today and into the future. Last year, we asked our friends to join us as we advanced together. This year, we are TO THE HORIZON: I view these gifts as a larger story arc of this university. looking to the horizon. Next year – with your continued support – we will go further Building a New Legacy for California’s Future I am convinced that the CSU and its 23 campuses stand as a beacon for diversity than we ever have. – of people, pedagogy and place. Yet, we all share one singular purpose: to give students access to possibility, leading to personal transformation and lasting impact for California. For California,

We educate the full breadth of those who work and live in our golden state. We teach our students to think and create beyond the lab, library, studio and lecture hall – and apply learning in the neighborhoods, forests, deserts, fields, great cities and majestic coastlines that define California. Timothy P. White Chancellor We encourage our students to be passionate, empathetic and forever curious. We ask them to be mindful of our planet, empathetic toward others, and consequential in their actions. We look to them to embody the Californian spirit.

I also wish to share with you what’s next on the horizon – and where your continued support and advocacy will be critical.

2 OVERVIEW 2015-2016: Our Legacy Year A legacy of philanthropic support continues to grow throughout the California State University. We established two new centers at San Francisco State and Cal Poly Pomona This past year, the CSU has seen increases in philanthropic support with an all-time high of – funded by members of the community – dedicated to studying and supporting $489 million in charitable gift commitments, thus, furthering our systemwide efforts and diaspora communities throughout California and the country. educational mission to provide access to opportunity for all Californians. Indeed, this past year, we witnessed, celebrated, honored, established, thanked On campus and across the system, our eyes are focused on the horizon. and have been introduced to a lot.

Over the past year, we witnessed firsthand the power of1,000 Hornets, CSUN Rising, and These gifts and stories – through your continued generosity and support – have SB Strong. We saw campuses ready to Transform Tomorrow by moving Forward Together. charted our course forward and further illustrate our shared intent to go to the horizon and beyond. We were introduced to Stan State – and reintroduced to its wildly successful One Purpose scholarship campaign, now in its second year. Because of your support, the CSU has worked to find solutions to our most demanding challenges, from protecting California’s citrus crops to detecting We celebrated as Cal State Monterey Bay, Cal Poly San Luis Obispo and Cal State San Bernardino gravitational waves in our universe and from working to ensure the basic needs received the largest gifts in their respective histories – gifts that will transform and shape the of all students to setting audacious goals with our own Moon Shot through futures of hundreds of thousands of students and alumni. Graduation Initiative 2025.

We honored the legacy of a distinguished Cal Maritime alumnus, his wife and family – all lifetime For all this, and more, we thank you. Keelhauler supporters – through a new endowed scholarship fund.

We thanked current and emeritus faculty and staff for their gifts to Cal State Fullerton, Sacramento State and San José State, which will fund endowed scholarships for students studying journalism, Asian and Asian American studies, government, history, environmental studies and Californian literature.

We stand forever grateful for the numerous gifts from systemwide and campus foundation board members to fund mobile Fab Labs, establish endowed faculty chairs, expand STEM education and provide endowed scholarships for student-athletes.

3 4 By The Numbers More people – alumni, faculty, staff, trustees, champions, supporters and In 2015-2016, the CSU received more than $181.4 million in support of friends – gave to the California State University in 2015-2016 than at any other these efforts: point in our six-decade history. • $26.8 million for student scholarships • $49.2 million for academic enrichment This year, the CSU reached an all-time high of 242,000 individual donors, • $10.5 million for directed research an annual increase of nearly 11,000 over the prior year. The increase was • $2.1 million for faculty support energized by our growing network of 3.3 million alumni which collectively • $3.6 million for library resources reaffirmed its commitment to the values and vision of the university. An • $17.5 million for athletics additional 5,500 alumni made gifts to the CSU in 2015-2016 compared to the • $34.8 million for public service programs prior year. • $1.9 million for facility improvements • $35.0 million for additional university priorities The increase in individual donors powered gift commitments to the CSU

and its 23 campuses, which increased by 22 percent – over $86.7 million – Unrestricted support of $10.3 million represents 3.31 percent of all gifts to a record-high of nearly $489 million. received and is available for high priority needs. Additionally, campuses received $22.3 million in property and capital improvement gifts for facilities Endowments continue to reinforce the dynamic needs of the CSU community. and equipment. The total market value of CSU endowments reached $1.4 billion systemwide. These endowments distributed $46 million in 2015-2016 to support student Philanthropic support across the CSU provided $53 million in private scholarships, research, creative activities and other programs. Donors scholarships to CSU students. Combined with state and federal student aid, contributed an additional $64 million to endowments. 80 percent of the CSU’s nearly 475,000 students receive assistance, reducing financial burdens of college for students and their families. A majority of all gifts serve the immediate needs of CSU students, faculty and staff. These gifts provide students from California’s diverse and dynamic communities access to educational opportunity and achievement, facilitate innovative teaching and advisement, and enhance the learning environment and student experience.

5 6 Three-Year History of Charitable Gift Commitments by Peer Group*

$486 CHARITABLE GIVING 500 (m) Million $425 Million $401 Million 400 (m) Charitable Gifts by Source Group I 300 (m) Group II Group III Alumni...... 20.14% 200 (m) *Does not include the Chancellor's Office. Parents...... 1.56% Other Individuals ��31.92% Foundations ��22.00% 100 (m) Corporations ��17.75% Other Organizations ��6.62% 0 2013/2014 2014/2015 2015/2016

Endowment Market Value $1.41 $1.40 1.5 (b) $1.38 Billion Charitable Gifts by Purpose Billion Billion

1.2 (b)

Current Programs ��58.29% Corpus and Prior Years 900 (m) Campus Improvements ��7.15% Investment Return Endowment ��20.64% New Gifts to Endowment Unrestricted ��3.31% 600 (m) Annual Investment Return Other...... 10.60% Distribution

300 (m)

0 -150 (m) 7 2013/2014 2014/2015 2015/2016 8 “I hope it is an extension for students and an extension of their classroom experience,” Johnson said of her donation to Cal State Fullerton. “You can only get so much out of a textbook. I hope this helps a student travel to a country or get some journalism experience overseas.” A Powerful Gift to Honor Two Lifetimes Lupe Compean is not a graduate of San José State University, but believes very STUDENT SCHOLARSHIPS strongly in the mission of the CSU and the importance of education. Born in Texas in 1926, Lupe and her late husband, Ramiro, moved to San José in 1956. Two CSU Alums Give Support to President’s Scholars Ramiro worked for a construction company, and together, he and Lupe saved California State University, Long Beach alumnus Thomas Corbett, and his wife, CSU San Marcos money to purchase their first home. Later they continued to buy commercial alumna Carolyn Corbett, donated $100,000 to CSULB to establish the Thomas and Carolyn Corbett and residential properties throughout the Bay Area. Presidential Scholar Endowment, benefiting top-performingPresident’s Scholars. Lupe wished to share her decades of success in real estate with a $15 million The President’s Scholarships program is the most prestigious merit-based scholarship awarded by commitment to San José State, which will create several endowment funds Cal State Long Beach. The idea behind the scholarship – and the title of President’s Scholar – is focused on supporting foster student success, scholarships for emancipated to reward and foster academic excellence by making a very special scholarship and educational foster youth – the Guardian Scholars, a merit scholarship for high-performing opportunity available to the state’s best and brightest students. students, and support for the Student Union. Grand opening of the Ramiro Compean and Lupe Diaz Compean Student Union Innovative Commitments, with an Ocean View Lupe Compean made her gift to support students and demonstrate that with President’s Scholars hard work and diligence, anyone can achieve what she has. To honor her Joel and Dena Gambord both came from modest upbringings, together building a portfolio of real generosity, San José State recently named the Ramiro Compean and Lupe Diaz estate holdings in California. With roots in California’s central coast, the Gambords have retired in Compean Student Union, in recognition of Lupe and Ramiro’s powerful legacies Pebble Beach – minutes from California State University, Monterey Bay – and maintain a strong of service and leadership. interest in improving access to public education, entrepreneurship and nursing programs for the Central Coast’s future generations. Founding Universities, Ensuring Legacies This past year, Joel and Dena Gambord made another incredible commitment to their educational California State University Channel Islands honored Richard Rush, its founding interests through a $10 million gift to Cal State Monterey Bay – the largest philanthropic gift president, at a farewell dinner held at the Ronald Reagan Presidential Library. received in the university’s 22-year history – which is supporting two faculty endowed chairs and President Emeritus Rush officially retired in August 2016 following many a student scholarship and entrepreneurial fund. The gift is also supporting students and faculty in decades of service to the CSU and its San Diego, San Marcos and Channel the CSUMB College of Business, the School of Computing and Design, nursing program – and all Islands campuses. students with a deep interest in entrepreneurship. With President Reagan’s famed Air Force One as backdrop, business, education To honor the generous legacy of the Gambord family, Cal State Monterey Bay recently named a and community leaders joined students, faculty, staff, alumni, administrators new 58,000 square foot building in honor of their gift and dedication – the Joel and Dena Gambord and friends of CSU Channel Islands to celebrate the founding legacy of Business and Information Technology Building. President Rush, while also raising over $119,000 to support scholarships and programs on campus. The Joel and Dena Gambord Business and Information Technology Building Dr. Rush welcoming a group to the First Society of Distinction celebration

11 12 STEM Scholars Gain Advantage STEM Advantage renewed its commitment to California State University, Dominguez Hills through a $225,000 pledge to continue supporting a scholarship, mentorship and internship program for students majoring in the STEM fields.

The program launched in 2012 with nearly 50 students selected as STEM Advantage Scholars and has since benefited from the support of STEM Advantage. Program scholars gain relevant and practical work experience through paid internships at leading companies and develop technical, communication, problem solving, collaboration and critical thinking skills. “Throughout his adulthood, [Tom Lytle] remained very

Scholars also receive one-on-one mentoring to support personal and professional close friends with many of his Academy classmates,” growth and build confidence, knowledge and experience through hosted workshops. said daughter Anne Harry. “He stated that one of the Remembering Tom and Helene Lytle, Forever Keelhaulers advantages of going to a small school was that they As a California State University Maritime Academy alumnus, Tom Lytle (‘56) was a became a very close knit group.” regular at events on- and off-campus, involved in the CSUMA Alumni Association and was even known to attend commencement ceremonies each spring. Tom, along with his wife Helene, were founding members of Cal Maritime’s Golden Bear Society, consisting of friends of the academy who make legacy gifts of $25,000 or more. “My dad’s experience at the Maritime Academy and in

Sadly, Helene passed away in 2014, and Tom passed a year later. Yet, their legacy – the U.S. Navy was an integral part of who he was,” said and their deep passion for Cal Maritime – lives on through the Thomas F. Lytle and Helene E. Lytle Scholarship Endowment, created by a significant gift from their estate Harry. “I can’t remember not knowing that the Maritime to help support future generations of cadets. Academy was an important part of our family history.”

“My dad felt that the education he received at the Academy was top-notch, particularly in mathematics which helped him prepare to become a navigator on the U.S.S. Vega,” said Tom and Helene’s daughter, Anne Harry. “It was important to my parents to give back to the schools that gave them the strong foundation to succeed.”

13 One Purpose, Many Paths Stanislaus State’s One Purpose annual scholarship campaign completed year two of its efforts to raise support for student scholarships. Spearheaded by a team of 125 volunteers, One Purpose raised over $400,000 in 2015-2016 for student scholarships.

Humboldt State Alumna and Emeritus Professor Support Music Education Humboldt State University received over $100,000 from two donors to support music education. Retired educator and alumna Virginia Carder and emeritus music professor Charles Moon each contributed over $50,000 to endow new music scholarships.

The Carder Music Scholarship will provide a minimum of $1,500 annually to a music student with a passion for string instruments, while the Charles L. Moon Scholarship will provide two $1,000 scholarships annually to one gifted piano student and one music theory student.

Honoring Beloved Professors, Rewarding Academic Passions Humboldt State University alumnus Larry Westmoreland established the Larry Westmoreland Honored Professor Scholarship, a commitment that will award five scholarships over the next five years paying tribute to different beloved professors – and their academic passions – on campus. The scholarships will be awarded to a student majoring in the discipline taught by the honored professor.

For Larry Westmoreland, the honored professor scholarships are a way to help students pay for college, while also recognizing the professors who helped shape his – and hopefully the scholarship recipient’s – life and career.

One Purpose annual scholarship campaign

15 16 Estate Gifts Make Lasting Impact Endowed funds were received from the estate of Hazel Cramer to establish ACADEMIC ENRICHMENT the first endowed chair at California State University, Sacramento. Part of a $4 million trust, funds were given to secure a renowned expert in public Toyota Joins Dominguez Hills to Build Mobile Fab Labs policy and administration, the first position of its kind in the university’s With the help of California State University, Dominguez Hills alumnus, Michael Rouse, Toyota seventy-year history. committed $750,000 and provided four custom-built Tundra trucks to support the university’s Mobile Fab Lab project and STEM education. Emeritus Professor Thomas D. Swift, who passed away in 2016, established an endowment to fund six scholarships for students in history, Asian and Asian The W.M. Keck Foundation, a leader in ensuring STEM education throughout Los Angeles, American studies, government and journalism, and environmental studies at donated $300,000 to the project. Sacramento State. Through his generous legacy, a travel scholarship to Japan was also established for students with a minor in Japanese. CSU Dominguez Hills will have the firstMobile Fab Lab fleet in the greater Los Angeles area and will serve as a model for other universities and organizations to follow. Created by The estate of Thelma Antoinette Ryan, Ph.D., has established the T.A. Ryan MIT’s Center for Bits and Atoms, Fab Labs – short for Fabrication Laboratory – are innovative Endowed Faculty Development Fund at Sacramento State through a gift of and accessible spaces where students, faculty and community members can learn how to over $300,000. The development fund – the largest of its kind on campus – create virtually anything through design software, lasercutters and 3D printers. will honor the legacy of Dr. Ryan through the funding of research and faculty development in support of the Sacramento State Division of Criminal Justice. Rouse, who recently retired as vice president at Toyota Motor Sales and president of the Toyota USA Foundation, helped develop the strong relationship between the automaker and the university as a board member of the CSUDH Foundation.

17 18 Building Places, Fortifying Legacies The Engineering and Interdisciplinary Sciences Complex at San Diego State Irwin Zahn is the founding donor of the Zahn Innovation Center at SDSU and University has benefited from the incredible generosity of three forward- the chairman and CEO of the Moxie Foundation. ZIP is part of a larger $5.125 thinking leaders in the Aztec community, including two alumni. million commitment from the Zahn family and the Moxie Foundation to SDSU.

San Diego State alumnus Edward J. Brown, Jr. (College of Engineering, ’79) SDSU honored longtime champion and supporter, Terry Atkinson, with the facilitated a $1 million gift to the university on behalf of his company, Cymer naming of Terry Atkinson Hall, a former geography annex that will now house LLC. In honor of the company’s generosity, SDSU named the entrance space to the university’s advancement staff. the Engineering and Interdisciplinary Sciences Complex – utilized by students, faculty and staff as a place to meet, study and relax – as Cymer Plaza. Over the years, Atkinson has contributed to SDSU in both dollars and devotion to the university’s mission, giving more than $3 million to the university and Cymer LLC – of which Brown is president and chief operating officer – is a serving on the board of the Campanile Foundation. In addition, Atkinson has longtime employer and internship provider to SDSU students. In 2012, the volunteered countless hours to champion and represent the Aztec Family company gave $300,000 to the SDSU to upgrade the Doc Morris Lab, a core throughout the San Diego County region and the state and has solicited part of the university’s physics program. In addition, Cymer LLC has supported millions of dollars in contributions to the Campaign for SDSU and the numerous student projects in engineering, computer sciences and physics. Campanile Foundation Endowed Chair.

A $4 million gift to SDSU from the Moxie Foundation – led by CEO and And SDSU recognized a $1 million gift commitment by alumnus William E. chairman, Irwin Zahn – will be used to create and endow the Zahn Innovation Leonhard (College of Engineering, ’64). The newly-named William E. Leonhard Platform (ZIP), a campus-wide hub for cross-discipline collaboration, creative Entrepreneurial Center Floor at the Engineering & Interdisciplinary Sciences problem solving, exploration of new ideas and the launch of new ventures. As Complex will supplement and support students, programs and projects. part of the Engineering and Interdisciplinary Sciences Complex, ZIP will house three different components designed for the university community to interact in the ethos of innovation: the ZIP Launchpad, ZIP Lab, and ZIP Lounge.

19 20 Sustaining the Next Generation of Journalists California State University, Fullerton associate professor emeritus of communications, Carolyn Johnson, recently made a $25,000 donation to the highly-regarded Department of Communications to establish the Journalism Endowment Fund.

The Journalism Endowment Fund will assist students and faculty involved in Cal State Fullerton’s journalism concentration program. This connection – and fostering the education of future journalists – is of particular importance to Johnson, who spent the majority of her tenure at Cal State Fullerton teaching news reporting and feature writing.

Malavalli Family Foundation Creates STEM “I chose Cal State East Bay both for the Education Endowment university itself and the surrounding area,” Dr. Kumar Malavalli, a California State University, East Bay Educational said Kumar Malavalli. “I believe STEM education Foundation board member, has pledged $1 million to the university through his Malavalli Family Foundation to create an endowment in lays a strong foundation for students to succeed support STEM education and outreach. throughout their journey, all the way from

With particular emphasis on early math literacy in grades K-3, kindergarten to the university, and for them to Cal State East Bay’s Malavalli Family Excellence in STEM Early Education program will receive generous annual support to continue become engaged members of their communities.” building deeper relationships with East Bay schools, parents, and teachers, and prepare the future teachers who will transform STEM education for decades to come.

21 Emeritus Faculty Gift Strengthens Steinbeck Center The estate of professor emeritus of English and comparative literature, DIRECTED RESEARCH Martha Heasley Cox, will provide San José State University with a gift of $4.8 million to support a research center named in her honor, the New Centers Enrich Students, Diaspora Communities Martha Heasley Cox Center for Steinbeck Studies. Continuing a long and proud legacy of ethnic and social studies, San Francisco State University established the Center for Iranian Diaspora Studies following the generous gift of $5 million The bequeast will also fund two more programs, the Martha Heasley from Iranian-American philanthropist – and San Francisco State alumna – Neda Nobari. Cox Lecture Series and the Cox-Manville Steinbeck Bibliography of Everything Steinbeck. The Center for Iranian Diaspora Studies will greatly enrich the study of the contributions of the Iranian diaspora to host communities in the United States and abroad, explore new research Cox, who taught at San José State for 34 years, passed away in and scholarship methods, and build on San Francisco State’s standing as a national leader for September 2015 at the age of 96. The bequest from Cox’s estate puts ethnic studies. her total lifetime gifts to the university at $5.5 million, the largest total ever for a faculty member. The Martha Heasley Cox Center for Steinbeck Studies California State Polytechnic University, Pomona recently established the Asian American Transnational Research Initiative, endowed by a $100,000 gift from philanthropist Julia Huang. Martha Cox began teaching at San José State – then known as San José State The initiative is tasked with better understanding the impact of Asian American communities College – in 1955. She soon began building an extensive collection containing across the nation and around the world. the works of author and Salinas native John Steinbeck, with her collection becoming so large that it was included in the plans for SJSU’s Dr. Martin Boosting the STEM Education Pipeline Luther King Jr. Library, which opened in 2003, where the center is housed. Chevron Corporation provided continued support to California State University, Bakersfield through nearly $900,000 for campus initiatives, including the Research Experience Vitalizing Science Chico Campaign Builds Research-Focused Labs (REVS-UP) program, which revitalizes K-12 science teachers and boosts high school students’ In 2016, California State University, Chico celebrated the Transform Tomorrow interest in STEM through hands-on research projects. campaign’s first renovation – a $600,000 project to expand theConcrete Lab in the College of Engineering, Computer Science, and Construction Management. The Cal State BakersfieldSchool of Natural Sciences, Mathematics and Engineering also acquired The lab is already serving more students from multiple disciplines and new equipment – critical to spurring innovation and discovery for students and faculty – through supporting faculty-student research projects. Chevron’s continued generosity. Chico State also received a capital gift to augment its new state-supported Arts and Humanities Building, which opened in Fall 2016, and has since identified two new capital projects – a new agricultural center for the University Farm and a new College of Business building. Expansion of the Concrete Lab at Chico State Chevron Corporation’s continued support of STEM

23 24 Science and Agriculture Teaching and Research Get Boost from Alumni Donors Longtime California Polytechnic State University, San Luis Obispo supporters William and Linda Frost pledged $20 million for the planned Science & Agriculture Teaching and Research Complex.

The Frosts’ generosity – William is a proud alumnus, graduating with a degree in biochemistry in 1972 – will help establish a new undergraduate research and technology complex in the heart of Cal Poly San Luis Obispo’s campus for the College of Science and Mathematics, the College of Agriculture, Food & Environmental Sciences, and the College of Liberal Arts.

The gift from William and Linda Frost matches Peter and Mary Beth Oppenheimers’ 2015 commitment as the largest cash pledge in Cal Poly San Luis Obispo’s history. In addition, the Frosts continue to fund scholarships for science and mathematics students, as well as summer research opportunities.

Marine Construction Lab Gets Massive Lift from Long Beach Port The Port of Long Beach, a longtime partner of California State University, Long Beach and the second-busiest container port in the United States, donated $250,000 to the Cal State Long Beach College of Engineering to help fund equipment for its Port of Long Beach Marine Construction Laboratory, a new state-of-the-art facility dedicated to the study of underwater structures, materials, and construction methods.

As ports across the United States and the world expand to meet the demands of increased global trade – particularly across the Pacific – and extra-large, modern container ships, programs like the Port of Long Beach Marine Construction Laboratory at CSULB will provide opportunities for students and faculty to engage in hands-on, applicable research and scholarship.

25 26 Countering Hate through Education The recent tragedy at a gay nightclub in Orlando inspired a local philanthropist PUBLIC BENEFIT to pledge $200,000 to the Pride Center and the LGBT studies program at San Diego State University. Irvine Foundation Supports Teacher Training and College Prep The James Irvine Foundation provided two grants to California State University, Long Beach David Gubser, who moved to San Diego from Glendale with his partner two for a combined $800,000 to support teacher training and college preparation. years ago, said that he “couldn’t think of a better way to accomplish the goal” of educating more people about the LGBT community than by contributing to A $650,000 grant will support the Cal State Long Beach College of Education’s Linked Learning SDSU’s efforts on campus and in the community. clinical teacher training program, while a $150,000 grant from the James Irvine Foundation will fund a complementary program, Bridging the Gap, which is designed to create more seamless Gubser has committed to two $100,000 gifts through his will to the SDSU Pride transitions from high school to college. Center and an endowed scholarship in the LGBT studies program, respectively.

Recognizing Leadership, Sustaining A Vision High Speed Rail, High Impact Giving A recent $1.1 million contribution from several donors will establish a permanent endowment to California’s Central Valley is the epicenter of the state’s new high speed rail – develop a center at California State University, Fresno into a national model for policy, leadership both in the future rail route, which will connect Los Angeles and San Francisco, training and professional development. The donation – made in honor of former Fresno State and in the education of engineers, operators and other careers in the President John D. Welty – will support the newly-named John D. Welty Center for Educational STEM fields. Policy and Leadership. To help meet the needs of California’s future transportation needs, CSR Dr. Welty was the seventh president in Fresno State’s 103-year history and a champion for Qingdao Sifang Locomotive & Rolling Stock Company gave over $400,000 to educational and economic growth in the Central Valley through higher education. Under his Cal State Bakersfield to support high speed rail education in theSchool of leadership, Fresno State doubled its graduation rate and tripled the number of Hispanic students Natural Sciences, Mathematics and Engineering. who earn a college diploma. East Bay Community Partners Give Promise to The John D. Welty Center for Educational Policy and Leadership, formerly the Central Valley Hayward Students Educational Leadership Institute, remains a point of pride and passion for Dr. Welty. The Telecommunications company AT&T continued its support of the California establishment of the John D. Welty Center for Educational Policy and Leadership will sustain State University, East Bay community through a new $500,000 pledge to Dr. Welty’s passion for improving the educational and economic condition of the region. support the Hayward Promise Neighborhood Aspire High School Achievement Program, which supports academic success, retention and career readiness for K-12 students through mentorship and tutoring. AT&T presented a $500,000 gift to CSUEB and Hayward Promise Neighborhood leadership

27 28 A Real Grand Slam Bob Bennett, a Fresno native, student-athlete and two-time alumnus, became the STUDENT ATHLETICS winningest baseball coach in Fresno State history leading the Bulldogs to a record 1,302 wins in his 34 seasons in the dugout. Bennett helped Fresno State build Alumni Gifts A ‘Hole In One’ for Spartan Golf Complex Beiden Field into a first-class facility and was largely responsible for the Bulldogs San José State University’s Spartan Golf Complex, a $10.2 million project, will be the first-ever becoming a model in the area for ticket sales, fan support and community pride. on-campus training facility for men’s and women’s golf. The entire project was funded by private giving, including a $5 million lead gift commitment from entrepreneurs, financial industry In honor of Bob Bennett’s three-and-a-half decades of leadership, philanthropy and executives and alumni Rich and Cindy Thawley. dedication to the students of Fresno State and the entire Fresno community, the university renamed its baseball facility to Bob Bennett Stadium. An alumni-filled Donald and Sally Lucas, fellow alumni and longtime major donors to San José State, also ceremony before the Bulldogs’ home game against San Diego State on May 7, 2016, committed $1 million to support construction of the Spartan Golf Complex, with phase one made the honor official. of the project slated for completion in December 2016. Under his leadership, Fresno State baseball consistently led the nation in game Ceremony for the naming of Bob Bennett Stadium San José State’s impact on collegiate golf remains massive. The Spartans are one of only attendance, and in the community, Coach Bennett helped spearhead the campaign 11 NCAA programs nationally with both an individual men’s champion and women’s champion, to raise $2.2 million to refurbish Beiden Field in 1983. and are one of only nine programs to claim a NCAA Division I Men’s Golf Championship and Division I Women’s Golf Championship. In fact, the SJSU women’s golf program has won three Bob Bennett retired in 2002 after guiding the program to 17 conference titles, national championships – in 1987, 1989 and 1992. 21 NCAA regional appearances and two College World Series appearances.

Tennis Champions’ Legacy for Students and Youth Water Polo Alumni Legends Revive Traditions Tennis legend, LGBTQ advocate and California State University, Los Angeles alumna Billie Peter and Virginia Ueberroth, both San José State University alumni, pledged Jean King continued her tradition of giving to her alma mater through the establishment of the $1 million to support and sustain the reinstatement of the university’s men’s water Rosie Casals and Pancho Gonzalez Tennis Center. King’s philanthropic and collaborative efforts polo program, which was disbanded due to budget cuts in 1981. with Cal State LA recognizes two tennis greats, Rosie Casals and Pancho Gonzalez, who themselves have worked tirelessly on behalf of students and youth. The Ueberroth’s gift was made to honor Ed Rudloff, the legendary water polo coach that recruited Peter, who went on to captain the men’s team – winning two state In total, King, Casals and the Gonzalez family have helped the university raise more than college titles. Rudloff, whose coaching career spanned over three decades, including $2.5 million for the tennis center and Cal State LA students. three seasons at SJSU, was inducted to the USA Water Polo Hall of Fame in 2010.

Groundbreaking ceremony for the new Spartan Golf Complex In addition to hosting numerous collegiate and public-access activities each year, the Peter went on to become one of the leading businessmen in the country and served as the president of the Los Angeles Olympics Organizing Committee in 1980, and Rosie Casals and Pancho Gonzalez Tennis Center will also serve as the Southern California Groundbreaking of the Rosie Casals and Pancho Gonzalez Tennis Center home of the Richard Pancho Gonzalez Youth Foundation, an organization dedicated to the later, commissioner of Major League Baseball from 1984 and 1989. He was also the advancement of the Latino/a community. chairman of the United States Olympic Committee from 2004 to 2008. 29 30 Alumni Roots Spur Renovations to Matador Field California State University, Northridge received a $1.5 million gift from entrepreneur and alumnus Irv Zakheim, which will go toward much-needed renovations to the Matador Baseball Field.

Zakheim (Physical Education, ’71) was the starting second baseman for CSUN in 1970, when the Matadors won the Division II national baseball championship. Forty-five years later, Zakheim still appears on several of CSUN baseball’s all-time record lists.

Zakheim went on to play professionally for the Chicago White Sox minor league system, and later founded Zak Designs in 1976.

Alumni Support for Student Athletes, Golf Program “[Irv Zakheim] was a champion on the ball field California Polytechnic State University, San Luis Obispo Foundation and is one in his professional field as well,” Board chair Bill Swanson (Industrial Engineering, ’73) and his wife, Cheryl, gave the largest gift in athletics history – a $10 million CSUN President Dianne F. Harrison said. commitment to the university’s golf program. “Now, he’s helping us build toward future championships.”

The historic gift will establish the Swanson Cal Poly Golf Program Endowment that will provide scholarships for both the men’s and women’s golf teams, including first-generation and engineering student-athletes.

In addition, the Swansons’ gift will provide enhanced support for program operations, including tournament travel and recruitment.

31 Campaign for Channel Islands Surpasses Goal California State University Channel Islands recently completed its two-year UNIVERSITY SUPPORT Campaign for CI – the university’s first comprehensive campaign in its history. Focusing on several initiatives critical to student and university success, CSU Anonymous Donor Gives $10 Million In Land to Cal Poly Channel Islands surpassed its $10 million goal in gifts and gift commitments. The California Polytechnic State University, San Luis Obispo College of Agriculture, Food & Environmental Sciences received an anonymous bequest commitment of land valued at $10 million. Engaging Today, Transforming Tomorrow As part of the university’s initial phase of its Transform Tomorrow The incredible gift ensures that the land, located in California, remains as a working ranch that comprehensive campaign, California State University, Chico launched its first will support the university’s unique Learn by Doing opportunities for countless Cal Poly San Luis annual leadership giving society, the Tower Society, to reengage, energize, Obispo students. and recognize Wildcat alumni, parents, and friends. In its inaugural year, 479 members contributed $3.9 million to support areas across the university. Vinology and Generosity Longtime CI supporter Jerry Scott with an award recipient at the Annual Scholarship Reception With construction underway on the new home for the Wine Business Institute at Sonoma State To harness the affinity of recent alumni, Chico State created aGraduate of University, a $200,000 gift from Roy and Rachael Cecchetti – founders of Cecchetti Wine Company – the Last Decade (GOLD) membership level. To date, 187 GOLD members have will help bolster and support the new Wine Spectator Learning Center, which will be located in the contributed nearly $53,000 to the university. institute’s new facility. Inspired by the Tower Society, Chico State students launched the university’s The Cecchetti family’s generosity to Sonoma State will be recognized in the Roy and Rachael firstStudent Philanthropy Council, growing the number of student donors from Cecchetti Campus Lawns Stairway, which will connect the new building with existing lawns and 39 in 2014-2015 to almost 1,800 in 2015-2016. international-themed gardens adjacent to the campus lakes. Roy Cecchetti earned his MBA degree at Sonoma State in 1989 and was recently appointed to the Wine Business Institute board of directors. The Power of Volunteerism Volunteerism defined the philanthropic year for Stanislaus State. The Long Beach State Alumna Works to Increase university’s foundation board and members of the alumni council – which includes a Who’s Who of regional business and civic leaders – contributed over Student-Alumni Connections $500,000 to Stanislaus State to improve the student experience, enhance the California State University, Long Beach alumna Kathleen Reams Hansen committed an academic environment, and grow an educated workforce. additional $400,000 to the new Alumni and Visitor Center to help fund construction, strengthen connections among current and former students, and inspire higher levels of alumni and community engagement.

Tower Society’s first annual Leadership Giving Society

33 34 Forward Together Breaking Records in Aztec Country California State University San Marcos publicly launched its first comprehensive campaign, San Diego State University recently celebrated its eighth consecutive year of record fundraising, Forward Together, in September 2015 with the ambitious campaign goal to further fuel the adding an additional $107 million led by planned gifts and endowments to the Campaign for university’s commitment to preparing tomorrow’s leaders, building great communities and SDSU in 2015-2016. All told, San Diego State is quickly approaching its $750 million goal solving society’s critical issues. set for the first comprehensive campaign in the university’s nearly 120-year history.

A bold initiative for a campus less than three decades old, Forward Together has raised more The massive success of this year’s campaign is highlighted by the creation of SDSU Strive, the than $30 million to date, over 60 percent of the $50 million goal. university’s first crowdfunding platform.SDSU Strive raised more than $80,000 for 41 different projects, including the university’s Mount Laguna Observatory and the Joan and Art Barron The family of Janet R. ‘Jean’ Kellogg continued her generous and faithful support of Cal State Veterans Center. San Marcos with an estate gift of $500,000 to fund library programming and outreach, the establishment of the CSUSM Veterans Center, laboratory equipment for undergraduate research, Gifts directed in 2015-2016 to the Campaign for SDSU will benefit endowments supporting and the creation of a new state-of-the-art digital piano lab. scholarships, new faculty positions, entrepreneurship initiatives, athletics and the Pride Center. Faculty and staff giving was a major impetus of this year’s success – and the student- and The San Manuel Band of Mission Indians – supporters of several CSU campuses – awarded a alumni-powered Aztec Proud initiative created powerful and long-lasting connections between $500,000 grant to the California Indian Culture and Sovereignty Center at Cal State San Marcos the university, future and current alumni, and a proud culture of philanthropy. to support research and efforts to preserve the heritage of Californian Indians. Power of A Thousand Hornets The California Healthcare Foundation, one of the founding supporters that helped launch the California State University, Sacramento recently launched an innovative crowdfunding campaign CSU Institute for Palliative Care, located at CSUSM, gave $500,000 to expand the palliative care – The Power of 1,000 Hornets – to encourage 1,000 alumni to donate towards the future workforce in California, along with a $150,000 grant to fund the development of a palliative construction of a much-needed events center on campus that would serve as a hub for athletic, care-focused curriculum. entertainment and academic events.

To date, 137 alumni donors have contributed nearly $990,000, including a $750,000 commitment from philanthropist Ernest Tschannen, who was personally moved to support this community- wide grassroots effort.

President Robert S. Nelsen joins Sacramento State students and Herky the Hornet in a Stingers Up! salute

35 36 A Lifetime of Coyote Pride If the spirit of Coyote Pride was embued in human form, it would have undoubtedly been exhibited in businessman, philanthropist, and California State University, San Bernardino champion, Jack H. Brown.

As chairman, president and CEO of Stater Bros. Markets, Jack Brown made several major gifts to CSUSB over the last three decades, including a gift in 1992 to fund the business and administration building that now bears his name, Jack H. Brown Hall.

Beyond his incredible support to the university, Brown – who passed away in November 2016 – was known for his infinite generosity, strong character and deep loyalty to the Inland Empire and Southern California. In 2005, CSUSB honored Brown’s legacy of giving and “I consider this personal gift as an investment in the his commitment to education in the Inland Empire with an honorary Inland Empire’s future success, which will provide many doctorate of humane letters. educational opportunities for current and future students This past year, CSUSB renamed its college housed in Jack H. Brown Hall as the Jack H. Brown College of Business and Public at the Jack H. Brown College of Business and Public Administration, celebrating a generous $10 million legacy gift from Administration and give them an opportunity to live Jack Brown to fund new programs, supplement research, facilitate student enrichment, and attract and retain world-class faculty. their dreams,” Brown said. “Education matters.”

The gift from Jack Brown also marked the largest single cash donation in the university’s five-decade-plus history, as well as the first time a CSUSB college has been named after an individual.

37 Remembering a Shining Star The Nohemi Gonzalez Fund to Support International Study was established to honor the memory IN MEMORIAM of Nohemi Gonzalez, the California State University, Long Beach design student killed during the November 2015 attacks in Paris. SB Strong The values of a community are often determined at times of great hardship, tragedy and sadness. The university’s crowdfunding platform, Beachfunder, received a massive outpouring of support in It is during these times that a community’s values are tested, as neighbors – from all walks of life memory of Nohemi Gonzalez, with donations coming from all across the university, California and – come together to comfort, support and lift up each other in the darkest moments. the world.

On December 2, 2015, the San Bernardino community was tested following the horrific terrorist The fund – which raised over $100,000 in less than two months and surpassed its original funding attack at the Inland Regional Center. Five alumni from California State University, San Bernardino – goals by 400 percent – will assist Cal State Long Beach students with international travel and as well as alumni from Cal State Fullerton, Cal Poly Pomona and UC Riverside – lost their lives. study-abroad opportunities.

In the following days, weeks and months, the Cal State San Bernardino family came together to Nohemi — a Song for Paris remember the victims, support their families, and unite under a common banner of tolerance, love Mimi — can I call you that you said you were high-spirited & self-driven — yes and peace. The campus community led a powerful candlelight vigil, and a shared mantra of this is a song for you — like the dreams you had with candles we stand & we kneel as the words First Generation SB Strong united and inspired the region and nation. this is how it is now we the ones you used to well all of us we describe your life send you these flowers across time we continue with you — somehow To memorialize the victims and support their loved ones, Cal State San Bernardino created the this time here which we it is not important to know how SB Strong Education Fund. The fund will establish scholarships for children whose parents were cannot explain it is important to continue that is all lost in the December 2015 attack. all love goes to you I must — say it again & your friends the other night we are all writing a poem so many with you gone we for you for your cousin Jacqueline The SB Strong Education Fund was a major focus for the university’s Annual Faculty Staff stand we play Lennon’s piano for your mamá Beatríz — she loved you their love will make it alright Campaign in 2016. With $100,000 raised for the annual campaign from faculty and staff gifts and Imagine — we say a world with out violence — all of our love will make it alright yes payroll deductions, over $16,500 was raised specifically for the fund, with average donations from we want to imagine that in your name here is your song Mimi — faculty and staff nearing $100. Nohemi Gonzalez from El Monte We light Nohemi a candle from Whittier California from the candle waves across the stars Cal State Long Beach — close they are so close because As the San Bernardino community marks the one year anniversary of this tragedy, Cal State then Nohemi & Paris are in our hearts San Bernardino is reaching out to over 15,000 alumni and friends to further support the we run out of words the words Because SB Strong Education Fund – and honor the memories of fellow alumni while making a so many words your mamá Nohemi & difference through education. Beatríz your cousin Jacqueline Paris — are in we know them now — for you our hearts we write them a poem too CSUSB held a candlelight vigil on December 7, 2015 I do not know how we will do that Juan Felipe Herrera CSULB held a memorial for Nohemi Gonzalez on November 15, 2015 we are doing that – that is all Poet Laureate of the United States like the designs you made – for a high-spirited world 11-15-15 39 40 "Nohemi emanated a light and a special energy that seemed to come out of every pore, from her eyes, from her unforgettable smile that communicated love, acceptance, happiness and sweetness mixed in with a little bit of zaniness,” said Martin Herman, chair of the design department at CSULB. “She was beloved by all of our design students.” TRUSTEES’ AWARDS 24 Outstanding Students Named CSU Top Scholars Twenty-four students from across the CSU received the 2016 CSU Trustees’ Award for Outstanding Achievement. The award – and accompanying scholarships ranging from $6,000 to $12,000 – is given to CSU students who demonstrate superior academic performance, personal accomplishments, community service and financial need.

All told – the CSU awarded $155,000 in Trustees’ Award scholarships in 2016, the highest total in the history of the program. The award program was originally founded as an endowed “We – as a university, as a community, scholarship by the William Randolph Hearst Foundation, and was reinvigorated by the generosity of Trustee Emeritus Ali C. Razi, whose namesake award recognizes the year’s top scholar with certainly, as Californians – are better and a $12,000 scholarship. stronger today because of their stories. Inherent Kathryn Grizzle, mathematics student from California State University, San Bernardino, was named in them… is the idealistic, hopeful, dream- the 2016 Trustee Emeritus Ali C. Razi Scholar. Kathryn’s personal story and academic achievements – in spite of overwhelming odds and immeasurable setbacks since childhood – are proof of the driven and hardworking spirit that has defined inspirational perseverance inherent in her and countless other CSU students. California since its founding 166 years ago.” – Without the CSU and scholarship programs like the Trustees’ Award, many of these students – like Timothy P. White, Chancellor Kathryn – would not have the opportunity to attend college. Since the program’s creation in 1984, more than 340 CSU students have been honored with this award. Over 120 donors have supported the program, with six new named scholarships created in 2016 alone.

Among the new awards was a scholarship named after Trustee Emeritus Lou Monville, whose decade-long tenure as CSU Trustee ended in May 2016. In honor of Monville’s decade of service to the CSU, an additional scholarship was awarded to a student from his alma mater, Cal State San Bernardino. Trustees’ Awards Scholars: Anh Nguyen, Natalie Titcomb, Claudia Martinez Pureco, Bertha Solares, Ashley Walker, Tranicé Warner, William McCoy, Morgan Danielle Burris, Mark Aquiapao, Amalia Castañeda, David Ketenjian Chamyan, Amanda Lutje, Oshae Rodgers, Sabrina Lemmon, Malika Melissa Murray, Maria Ceja, Kathryn Grizzle, Susana Najera, Marisa Samano Jimison, Andy Nguyen, Salvador Cortes Soancatl, Carolina Quirarte, Elizabeth Valverde Campos, Ciera Demi Soliz

43 44 "The work we do here matters. I believe we have the imperative to help others seek the possibility of achieving the impossible.” - Soraya M. Coley, president, Cal Poly Pomona Philanthropic Productivity 2013/2014 Total 2014/2015 Total 2015/2016 Total Three Year 2013/2014 Total 2014/2015 Total 2015/2016 Total Three Year Average Average GROUP I Gift Commitments Gift Commitments Gift Commitments Gift Receipts Gift Receipts Gift Receipts APPENDIX Bakersfield $7,336,831 $8,299,255 $7,609,454 $7,748,513 $5,698,327 $5,950,904 $5,485,516 $5,711,582 Channel Islands $5,816,162 $6,387,261 $5,349,680 $5,851,034 $1,766,331 $1,948,948 $4,157,407 $2,624,229 Dominguez Hills $1,709,956 $5,784,070 $5,781,069 $4,425,032 $1,534,793 $4,165,045 $2,379,013 $2,692,950 East Bay $2,541,365 $4,328,334 $3,888,800 $3,586,166 $3,431,059 $3,330,561 $1,523,283 $2,761,634 Humboldt $8,613,633 $7,745,384 $5,684,427 $7,347,815 $7,652,638 $7,079,640 $6,143,652 $6,958,643 Los Angeles $5,325,416 $9,358,448 $14,312,183 $9,665,349 $6,020,531 $9,210,748 $4,747,845 $6,659,708 Maritime Academy $2,755,384 $1,834,599 $3,525,210 $2,705,064 $2,425,938 $1,765,379 $3,474,795 $2,555,371 Monterey Bay $4,052,582 $5,127,213 $20,321,708 $9,833,834 $3,494,035 $4,706,677 $14,119,699 $7,440,137 San Bernardino $5,914,228 $14,464,157 $15,465,284 $11,947,890 $4,265,523 $3,949,107 $3,986,011 $4,066,880 San Marcos $5,679,175 $10,369,013 $5,708,678 $7,252,289 $3,685,210 $4,430,094 $4,046,754 $4,054,019 Stanislaus $1,010,541 $2,088,417 $1,978,680 $1,692,546 $1,312,194 $1,919,861 $2,112,353 $1,781,469 $50,755,273 $75,786,151 $89,625,173 $72,055,532 $41,286,579 $48,456,964 $52,176,328 $47,306,624

GROUP II Chico $9,548,488 $11,637,940 $7,354,094 $9,513,507 $7,385,863 $7,409,955 $5,952,011 $6,915,943 Fullerton $16,027,456 $17,236,266 $21,623,210 $18,295,644 $10,117,018 $10,998,659 $13,338,085 $11,484,587 Northridge $21,511,163 $19,511,296 $19,627,065 $20,216,508 $13,269,224 $12,856,581 $17,371,490 $14,499,098 Pomona $34,828,837 $21,831,382 $19,888,147 $25,516,122 $20,095,525 $19,462,695 $7,581,610 $15,713,277 Sacramento $14,236,085 $15,000,697 $18,259,691 $15,832,158 $9,776,432 $9,657,969 $15,548,973 $11,661,125 San Francisco $14,338,699 $14,619,779 $22,452,240 $17,136,906 $11,358,876 $9,483,171 $14,829,287 $11,890,445 Sonoma $11,037,607 $10,487,965 $13,970,564 $11,832,045 $7,454,412 $8,751,276 $9,087,307 $8,430,998 $121,528,335 $110,325,325 $123,175,011 $118,342,890 $79,457,350 $78,620,306 $83,708,763 $80,595,473

GROUP III Fresno $46,813,487 $16,930,192 $18,453,606 $27,399,095 $17,189,360 $18,876,049 $15,982,385 $17,349,265 Long Beach $28,543,157 $26,026,794 $31,046,917 $28,538,956 $14,633,860 $21,868,846 $16,986,791 $17,829,832 San Diego $96,752,543 $87,703,320 $98,658,516 $94,371,460 $88,547,598 $81,810,239 $79,780,852 $83,379,563 San José $31,373,175 $12,000,620 $39,326,040 $27,566,612 $30,225,418 $13,537,902 $25,549,266 $23,104,195 San Luis Obispo $49,168,594 $71,861,494 $85,973,445 $69,001,178 $19,528,931 $47,508,525 $33,734,687 $33,590,714 $252,650,956 $214,522,420 $273,458,524 $246,877,300 $170,125,167 $183,601,561 $172,033,981 $175,253,570

Chancellor's Office $12,487,069 $1,494,809 $2,650,659 $5,544,179 $4,808,419 $3,991,035 $3,233,589 $4,011,014

GRAND TOTAL $437,421,633 $402,128,705 $488,909,367 $442,819,902 $295,677,515 $314,669,866 $311,152,661 $307,166,681 Note 1: Gift Commitments include new gifts, new pledges and testamentary commitments. Gift Receipts reflect assets received by the University in the form of new gifts and pledge payments. Note 2: Fresno revised 2013/2014 pledges decreasing the number by $19.85 million. Note 3: Pomona revised 2014/2015 testamentary commitments decreasing the number by $5.6 million. Note 4: Chancellor’s Office revised 2014/2015 pledges decreasing the number by $3.5 million. 47 48 Charitable Gift Commitments Gift Receipts by Source

Revocable Native American Gift Commitments INDIVIDUALS ORGANIZATIONS Total Number New Charitable Deferred Gifts & Government Total Gift 2015/2016 as a Percent of the Other Other Gift Receipts Individual GROUP I Gifts New Pledges (Face Value) Contributions Commitments General Fund General Fund GROUP I Alumni Parents Individuals Foundations Corporations Organizations Total Donors Bakersfield $4,800,034 $2,134,420 $675,000 $0 $7,609,454 $59,928,309 13% Bakersfield $184,350 $12,590 $1,167,880 $805,491 $2,365,994 $949,211 $5,485,516 1,291 Channel Islands $3,420,806 $989,958 $889,001 $49,915 $5,349,680 $67,069,910 8% Channel Islands $40,436 $19,101 $2,234,248 $550,454 $1,131,637 $181,531 $4,157,407 1,432 Dominguez Hills $2,249,598 $3,345,800 $0 $185,671 $5,781,069 $72,674,352 8% Dominguez Hills $137,389 $3,406 $748,893 $780,354 $688,657 $20,314 $2,379,013 1,894 East Bay $984,770 $2,390,030 $514,000 $0 $3,888,800 $81,455,361 5% East Bay $182,708 $779 $345,013 $278,266 $562,116 $154,401 $1,523,283 1,137 Humboldt $4,731,175 $873,210 $0 $80,042 $5,684,427 $68,820,510 8% Humboldt $897,740 $106,267 $665,786 $1,354,404 $2,228,118 $891,337 $6,143,652 6,315 Los Angeles $3,564,581 $8,953,860 $1,793,742 $0 $14,312,183 $122,190,339 12% Los Angeles $707,418 $1,225 $1,895,045 $1,121,315 $868,613 $154,229 $4,747,845 3,995 Maritime Academy $3,395,290 $129,920 $0 $0 $3,525,210 $27,825,676 13% Maritime Academy $277,057 $51,667 $2,585,822 $11,136 $316,692 $232,421 $3,474,795 455 Monterey Bay $13,493,680 $473,028 $6,355,000 $0 $20,321,708 $64,062,783 32% Monterey Bay $33,005 $27,188 $11,323,357 $1,274,202 $543,456 $918,491 $14,119,699 7,500 San Bernardino $3,350,793 $10,730,648 $1,242,281 $141,562 $15,465,284 $94,918,408 16% San Bernardino $250,766 $28,020 $994,819 $1,095,248 $1,485,105 $132,053 $3,986,011 2,685 San Marcos $3,107,782 $1,122,225 $902,500 $576,171 $5,708,678 $69,709,552 8% San Marcos $58,191 $32,819 $574,567 $2,411,315 $739,146 $230,716 $4,046,754 1,415 Stanislaus $1,548,141 $130,114 $300,000 $425 $1,978,680 $57,700,147 3% Stanislaus $124,758 $2,000 $898,861 $172,803 $861,039 $52,892 $2,112,353 1,083 $44,646,650 $31,273,213 $12,671,524 $1,033,786 $89,625,173 $786,355,347 11% $2,893,818 $285,062 $23,434,291 $9,854,988 $11,790,573 $3,917,596 $52,176,328 29,202 GROUP II GROUP II Chico $5,569,161 $440,000 $1,344,933 $0 $7,354,094 $100,796,232 7% Chico $1,568,848 $371,864 $1,818,326 $674,100 $1,286,776 $232,097 $5,952,011 12,496 Fullerton $10,314,004 $2,263,449 $9,045,757 $0 $21,623,210 $157,213,661 14% Fullerton $1,570,425 $319,762 $2,107,941 $4,293,248 $4,347,764 $698,945 $13,338,085 12,730 Northridge $11,585,265 $3,956,200 $4,085,600 $0 $19,627,065 $166,615,096 12% Northridge $5,403,910 $141,990 $3,478,021 $4,755,973 $2,467,620 $1,123,976 $17,371,490 16,245 Pomona $5,007,599 $364,498 $14,516,050 $0 $19,888,147 $121,537,342 16% Pomona $1,757,958 $43,731 $1,491,767 $1,298,083 $2,169,027 $821,044 $7,581,610 5,113 Sacramento $10,619,232 $1,883,625 $5,756,834 $0 $18,259,691 $136,402,137 13% Sacramento $1,353,069 $43,930 $10,788,395 $1,812,776 $1,286,442 $264,361 $15,548,973 39,279 San Francisco $13,092,073 $4,785,567 $4,574,600 $0 $22,452,240 $142,709,859 16% San Francisco $6,149,698 $49,538 $1,744,930 $3,670,203 $2,075,012 $1,139,906 $14,829,287 5,625 Sonoma $7,309,226 $2,376,154 $4,280,000 $5,184 $13,970,564 $58,567,883 24% Sonoma $271,960 $26,672 $3,697,253 $1,393,881 $3,650,806 $46,735 $9,087,307 2,406 $63,496,560 $16,069,493 $43,603,774 $5,184 $123,175,011 $883,842,210 14% $18,075,868 $997,487 $25,126,633 $17,898,264 $17,283,447 $4,327,064 $83,708,763 93,894

GROUP III GROUP III Fresno $13,639,508 $4,523,410 $280,000 $10,688 $18,453,606 $128,678,532 14% Fresno $4,182,642 $159,863 $3,051,405 $4,740,334 $3,696,613 $151,528 $15,982,385 8,440 Long Beach $10,877,627 $4,017,218 $16,152,072 $0 $31,046,917 $169,600,136 18% Long Beach $5,038,586 $277,599 $4,088,646 $2,726,168 $3,906,909 $948,883 $16,986,791 18,226 San Diego $70,550,209 $8,066,418 $20,005,389 $36,500 $98,658,516 $165,771,596 60% San Diego $21,635,516 $1,090,266 $27,469,277 $16,414,089 $7,036,729 $6,134,975 $79,780,852 74,076 San José $14,047,692 $23,143,348 $2,135,000 $0 $39,326,040 $134,842,282 29% San José $3,643,903 $268,278 $12,929,463 $4,718,736 $3,792,893 $195,993 $25,549,266 7,841 San Luis Obispo $24,494,542 $32,565,266 $28,913,637 $0 $85,973,445 $114,403,468 75% San Luis Obispo $7,209,811 $1,784,497 $2,564,369 $10,117,978 $7,253,172 $4,804,860 $33,734,687 10,314 $133,609,578 $72,315,660 $67,486,098 $47,188 $273,458,524 $713,296,014 38% $41,710,458 $3,580,503 $50,103,160 $38,717,305 $25,686,316 $12,236,239 $172,033,981 118,897

Chancellor's Office $2,008,239 $642,420 $0 $0 $2,650,659 $93,827,999 3% Chancellor's Office $0 $0 $665,297 $1,973,434 $482,955 $111,903 $3,233,589 64 GRAND TOTAL $243,761,027 $120,300,786 $123,761,396 $1,086,158 $488,909,367 $2,477,321,570 20% GRAND TOTAL $62,680,144 $4,863,052 $99,329,381 $68,443,991 $55,243,291 $20,592,802 $311,152,661 242,057 Note 1: Group I campuses generally have less than 5,000 individual donors, less than 10 full-time professional fundraisers, and less than $25 million in endowment market value. Group II campuses generally have between 5,000 and 10,000 individual donors, between 10 and 20 full-time professional fundraisers, and between $25 million and $50 million in endowment market value. Group III campuses generally have over 10,000 individual donors, over 20 Note 1: Number of Individual Donors includes alumni, parents, faculty, staff, students, and friends of the University. full-time professional fundraisers, and over $50 million in endowment market value. 49 50 Gift Receipts by Purpose Planned Giving IRREVOCABLE CURRENT PROGRAMS CAPITAL PURPOSES DEFERRED GIFTS IRREVOCABLE DEFERRED GIFTS REVOCABLE DEFERRED GIFTS Campus Improvements: Property, Buildings and Endowment: Endowment: Gift Receipts GROUP I Face Value Present Value Face Value Present Value GROUP I Unrestricted Restricted Equipment Unrestricted Restricted Loan Funds Present Value Total Bakersfield $0 $0 $675,000 $649,498 Bakersfield $96,818 $4,751,584 $88,021 $0 $549,093 $0 $0 $5,485,516 Channel Islands $0 $0 $889,001 $659,887 Channel Islands $658,772 $3,322,148 $30,000 $0 $146,487 $0 $0 $4,157,407 Dominguez Hills $1,000,000 $267,420 $0 $0 Dominguez Hills $153,448 $1,656,132 $500 $0 $301,513 $0 $267,420 $2,379,013 East Bay $0 $0 $514,000 $449,679 East Bay $54,616 $1,217,404 $0 $0 $251,263 $0 $0 $1,523,283 Humboldt $10,000 $10,000 $0 $0 Humboldt $238,450 $5,653,071 $2,000 $0 $240,131 $0 $10,000 $6,143,652 Los Angeles $0 $0 $1,793,742 $1,262,528 Los Angeles $291,102 $2,257,379 $953,415 $0 $1,245,949 $0 $0 $4,747,845 Maritime Academy $0 $0 $0 $0 Maritime Academy $2,403,365 $397,825 $135,000 $0 $538,605 $0 $0 $3,474,795 Monterey Bay $10,000,000 $8,167,194 $6,355,000 $3,970,049 Monterey Bay $63,402 $3,927,673 $3,082 $0 $1,958,348 $0 $8,167,194 $14,119,699 San Bernardino $0 $0 $1,242,281 $983,386 San Bernardino $22,973 $3,300,751 $264,913 $0 $397,373 $0 $0 $3,986,011 San Marcos $0 $0 $902,500 $283,917 San Marcos $176,291 $3,602,255 $860 $0 $267,348 $0 $0 $4,046,754 Stanislaus $0 $0 $300,000 $232,085 Stanislaus $9,575 $1,831,154 $0 $0 $271,524 $100 $0 $2,112,353 11,010,000 8,444,614 12,671,524 8,491,029 $4,168,812 $31,917,376 $1,477,791 $0 $6,167,634 $100 $8,444,614 $52,176,328 GROUP II GROUP II Chico $60,000 $6,276 $1,344,933 $873,684 Chico $352,755 $4,345,290 $367,725 $14,049 $865,391 $525 $6,276 $5,952,011 Fullerton $155,000 $72,878 $9,045,757 $82,122 Fullerton $183,984 $9,942,198 $242,101 $72,000 $2,824,924 $0 $72,878 $13,338,085 Northridge $0 $0 $4,085,600 $3,233,560 Northridge $133,771 $8,672,101 $660,716 $0 $7,904,902 $0 $0 $17,371,490 Pomona $0 $0 $14,516,050 $8,537,551 Pomona $929,906 $4,961,345 $1,301,864 $5,000 $383,495 $0 $0 $7,581,610 Sacramento $1,000,000 $944,980 $5,756,834 $5,655,166 Sacramento $121,928 $9,137,431 $200,529 $0 $5,144,105 $0 $944,980 $15,548,973 San Francisco $0 $0 $4,574,600 $3,522,243 San Francisco $449,183 $6,330,468 $491,001 $325,056 $7,233,579 $0 $0 $14,829,287 Sonoma $355,000 $251,843 $4,280,000 $3,398,294 Sonoma $46,610 $5,434,907 $2,390,800 $0 $963,147 $0 $251,843 $9,087,307 1,570,000 1,275,977 43,603,774 25,302,620 $2,218,137 $48,823,740 $5,654,736 $416,105 $25,319,543 $525 $1,275,977 $83,708,763 GROUP III Fresno $525,000 $298,306 $280,000 $106,640 GROUP III Long Beach $50,000 $21,892 $16,152,072 $12,285,199 Fresno $515,644 $13,597,356 $145,835 $0 $1,425,244 $0 $298,306 $15,982,385 San Diego $22,600,362 $16,425,272 $20,005,389 $15,004,042 Long Beach $2,391,232 $10,897,491 $2,530,910 $0 $1,145,266 $0 $21,892 $16,986,791 San José $6,535,548 $6,473,836 $2,135,000 $1,326,689 San Diego $39,723 $43,927,717 $3,494,887 $0 $15,893,253 $0 $16,425,272 $79,780,852 San Luis Obispo $126,476 $50,600 $28,913,637 $10,153,195 San José $524,218 $11,197,675 $95,335 $0 $7,258,202 $0 $6,473,836 $25,549,266 29,837,386 23,269,906 67,486,098 38,875,765 San Luis Obispo $317,959 $18,529,849 $8,861,194 $0 $5,975,085 $0 $50,600 $33,734,687 $3,788,776 $98,150,088 $15,128,161 $0 $31,697,050 $0 $23,269,906 $172,033,981 Chancellor's Office $0 $0 $0 $0

Chancellor's Office $130,030 $2,485,912 $0 $0 $617,647 $0 $0 $3,233,589 GRAND TOTAL 42,417,386 32,990,497 123,761,396 72,669,414

GRAND TOTAL $10,305,755 $181,377,116 $22,260,688 $416,105 $63,801,874 $625 $32,990,497 $311,152,661 51 52 Endowment Alumni

Number of Total Alumni Alumni 2014/2015 to 2015/2016 2015/2016 2015/2016 GROUP I Addressable Alumni Alumni Solicited Alumni Donors Contributions Participation Rate 2013/2014 2014/2015 2015/2016 2015/2016 Comparison Investment Three Year Five Year Ten Year Gifts to Endowment Bakersfield 44,774 40,413 538 $184,350 1.20% GROUP I Market Value Market Value Market Value Amount Percentage Return Rate Average Average Average Endowment Distribution Channel Islands 11,638 11,122 529 $40,436 4.55% Bakersfield $23,498,108 $23,391,570 $21,629,109 -$1,762,461 -7.53% -5.23% 3.29% 4.66% 5.70% $549,093 $864,585 Dominguez Hills 79,433 74,236 1,188 $137,389 1.50% Channel Islands $13,341,289 $13,102,442 $12,831,165 -$271,277 -2.07% -0.40% 5.60% 5.04% 6.20% $146,487 $274,869 East Bay 125,372 53,321 691 $182,708 0.55% Dominguez Hills $10,047,883 $10,117,030 $9,008,988 -$1,108,042 -10.95% -6.07% 3.76% 5.57% 5.72% $301,513 $484,325 Humboldt 54,347 34,508 2,737 $897,740 5.04% East Bay $15,800,824 $16,775,508 $17,042,982 $267,474 1.59% -1.77% 5.26% 4.87% 5.13% $251,263 $530,760 Los Angeles 141,924 141,833 3,254 $707,418 2.29% Humboldt $27,723,634 $27,963,858 $27,068,353 -$895,505 -3.20% 0.00% 5.75% 5.55% 5.34% $240,131 $1,015,392 Maritime Academy 4,303 4,193 284 $277,057 6.60% Los Angeles $25,863,588 $29,737,805 $29,211,280 -$526,525 -1.77% -1.84% 4.75% 4.05% 5.00% $1,245,949 $924,749 Monterey Bay 13,783 12,424 279 $33,005 2.02% Maritime Academy $6,729,859 $6,768,434 $7,113,900 $345,466 5.10% -1.32% 3.81% 2.95% 3.54% $538,605 $142,529 San Bernardino 77,779 63,800 1,234 $250,766 1.59% Monterey Bay $18,325,078 $18,648,419 $20,217,273 $1,568,854 8.41% 0.40% 5.57% 5.42% 6.04% $1,958,348 $939,271 San Marcos 34,729 11,852 534 $58,191 1.54% San Bernardino $24,457,752 $24,508,041 $23,297,671 -$1,210,370 -4.94% -3.00% 4.47% 4.28% 4.43% $397,373 $987,268 San Marcos $23,296,164 $23,175,656 $22,009,178 -$1,166,478 -5.03% -5.10% 4.53% 4.70% 4.79% $267,348 $846,364 Stanislaus 56,199 21,992 351 $124,758 0.62% Stanislaus $11,953,585 $12,677,309 $11,638,407 -$1,038,902 -8.19% -5.82% 1.66% 2.22% -0.39% $271,524 $261,574 644,281 469,694 11,619 $2,893,818 1.80%

$201,037,764 $206,866,072 $201,068,306 -$5,797,766 -2.80% -2.74% 4.40% 4.48% 4.68% $6,167,634 $7,271,686 GROUP II GROUP II Chico 148,372 54,535 5,870 $1,568,848 3.96% Chico $52,562,821 $54,844,630 $53,938,221 -$906,409 -1.65% -1.50% 5.53% 5.46% 4.97% $879,440 $1,885,147 Fullerton 256,110 256,110 5,436 $1,570,425 2.12% Fullerton $50,112,038 $51,948,221 $53,113,305 $1,165,084 2.24% 0.73% 4.21% 3.83% 5.02% $2,896,924 $1,081,531 Northridge 327,216 234,429 11,262 $5,403,910 3.44% Northridge $87,498,250 $89,788,611 $91,653,083 $1,864,472 2.08% -1.70% 4.78% 4.59% 4.74% $7,904,902 $3,379,258 Pomona 141,538 71,220 3,375 $1,757,958 2.38% Pomona $86,657,511 $90,234,110 $85,625,536 -$4,608,574 -5.11% -5.01% 3.05% 3.74% 5.39% $388,495 $1,304,318 Sacramento 221,301 66,205 6,065 $1,353,069 2.74% Sacramento $33,655,214 $34,968,809 $39,567,580 $4,598,771 13.15% -1.25% 2.95% 3.79% 3.62% $5,144,105 $731,370 San Francisco 295,987 58,083 3,636 $6,149,698 1.23% San Francisco $65,384,812 $67,653,589 $72,206,679 $4,553,090 6.73% -0.14% 5.44% 5.87% 4.55% $7,558,635 $1,642,628 Sonoma 58,906 31,613 513 $271,960 0.87% Sonoma $43,092,301 $44,592,099 $44,019,577 -$572,522 -1.28% -2.90% 3.00% 2.80% 3.62% $963,147 $1,208,388 1,449,430 772,195 36,157 $18,075,868 2.49% $418,962,947 $434,030,069 $440,123,981 $6,093,912 1.40% -1.68% 4.14% 4.30% 4.56% $25,735,648 $11,232,640 GROUP III GROUP III Fresno 191,058 119,229 4,673 $4,182,642 2.45% Fresno $162,100,727 $165,962,047 $146,328,328 -$19,633,719 -11.83% -2.58% 4.16% 4.35% 4.57% $1,425,244 $6,819,909 Long Beach 293,518 155,940 7,530 $5,038,586 2.57% Long Beach $57,000,071 $57,190,877 $56,442,378 -$748,499 -1.31% -0.53% 4.66% 4.69% 5.32% $1,145,266 $2,398,862 San Diego 386,620 221,390 18,586 $21,635,516 4.81% San Diego $190,608,000 $209,372,000 $219,994,000 $10,622,000 5.07% -2.31% 5.15% 5.23% 5.82% $15,893,253 $6,525,000 San José 245,849 186,707 4,370 $3,643,903 1.78% San José $119,265,488 $120,044,974 $125,627,217 $5,582,243 4.65% -1.90% 4.80% 4.93% 4.63% $7,258,202 $3,245,102 San Luis Obispo 178,572 50,570 5,877 $7,209,811 3.29% San Luis Obispo $207,779,403 $194,710,044 $190,331,212 -$4,378,832 -2.25% -0.80% 4.57% 4.88% 5.50% $5,975,085 $7,998,031 $736,753,689 $747,279,942 $738,723,135 -$8,556,807 -1.15% -1.62% 4.67% 4.82% 5.17% $31,697,050 $26,986,904 1,295,617 733,836 41,036 $41,710,458 3.17%

Chancellor's Office $19,539,352 $19,827,879 $19,183,856 -$644,023 -3.25% -3.06% 4.11% 4.38% 5.63% $617,647 $683,523 GRAND TOTAL 3,389,328 1,975,725 88,812 $62,680,144 2.62%

GRAND TOTAL $1,376,293,752 $1,408,003,962 $1,399,099,278 -$8,904,684 -0.63% -2.21% 4.37% 4.49% 4.79% $64,217,979 $46,174,753 Note 1: Alumni Participation Rate equals Alumni Donors divided by Number of Addressable Alumni.

Note 1: Investment returns are reported as net of investment fees. Note 3: Dominguez Hills revised 2013/2014 endowment market value decreasing the number by $1.7 million. 53 Note 2: Peer Group and Systemwide investment returns are presented as equal-weighted averages. Note 4: Humboldt revised 2013/2014 endowment market value increasing the number by $1.5 million. 54 “Dr. Welty championed the role of higher education as a catalyst for educational and economic growth in the San Joaquin Valley,” said Fresno State President Joseph I. Castro. “The Welty Center for Educational Policy and Leadership at Fresno State will honor his decades of work and continue to improve the San Joaquin Valley region.” Pledges Revocable Deferred Gifts Gift commitments paid in installments over a period of time, not to exceed five years. Pledges must This category includes new estate provisions made in a will, revocable trust or be documented and are counted at face value. beneficiary designation for which the institution has documentation. These provisions DEFINITION OF TERMS are counted at face value. Purpose of Gift Source of Gift Charitable Gift Commitments Group I Refers to the donor’s expressed intention for the use of the gift. The data represents current year performance in developing philanthropic support for the Universities categorized within Group I generally have less than 5,000 individual donors, less than Sources of gifts are defined as those entities (individuals or organizations) that transmit institution. In addition to recognizing new gifts generated to support the institution, this 10 full-time professional fundraisers, and less than $25 million in endowment market value. These the gift or grant to the institution. measure acknowledges the important work achieved in securing ongoing commitments advancement programs are building infrastructure and are striving toward raising gift commitments Unrestricted through multi-year pledges and support promised through testamentary provisions in wills, that are equivalent to 10 percent of the campus state budget. Gifts given to the institution without any restriction, regardless of any subsequent designation trusts, and beneficiary designations. Testamentary provisions are not capitalized on the by the institution. Alumni university’s financial statements. These numbers will not reconcile to the annual audited Former undergraduate or graduate students who have earned some credit financial statements that use accounting standards. Group II toward one of the degrees, certificates or diplomas offered by the institution Universities categorized within Group II generally have between 5,000 and 10,000 individual donors, Restricted for whom the university has a reasonable means of contacting. It is within between 10 and 20 full-time professional fundraisers, and between $25 million and $50 million in the discretion of each university to limit alumni status to individuals who Gifts that have been restricted to support academic divisions, athletics, faculty compensation, Charitable Gift Receipts endowment market value. These advancement programs are maturing and are expected to raise gift have obtained a degree and/or credential. Charitable gift receipts, also known as voluntary support, represents all gift income commitments that are equivalent to 10 percent to 15 percent of the campus state budget. research, public service, library operations, physical plant maintenance, student financial aid, received in the form of cash, securities, in-kind contributions, irrevocable future or other restricted purposes. commitments and private charitable grants. For the purposes of this report, gifts are Parents counted at present value. These national gift reporting standards are defined by the Group III Property, Buildings, and Equipment (Campus Improvement) These are individuals, other than alumni, who are the parents, guardians or Council for Advancement and Support of Education and the National Association of Universities categorized within Group III generally have over 10,000 individual donors, over 20 Funds functioning as endowment such as surplus funds that have been added to the grandparents of current or former students at the institution. College and University Business Officers. The Council for Aid to Education utilizes these full-time professional fundraisers, and over $50 million in endowment market value. These more endowment fund, the principal of which may be spent at the discretion of the governing board. standards in the annual Voluntary Support of Education survey. These numbers will not mature advancement programs have developed successful annual fund, major gift and planned reconcile to the annual audited financial statements that use accounting standards. giving operations complemented by strong alumni and communication programs. These programs are • Outright gifts of real and personal property for the use of the institution; Other Individuals expected to raise gift commitments that are greater than 15 percent of the campus state budget. • Gifts made for the purpose of purchasing buildings, other facilities, equipment, This includes all other persons, including governing board members, who are Endowment Market Value and land for the institution; not classified as either alumni or parent. The endowment market value includes assets held by both the university and its auxiliaries • Gifts restricted for construction or major renovation of buildings and in all of the following categories: other facilities; and Foundations • Gifts made for retirement of indebtedness. Personal/family foundations and other foundations and trusts that are private True endowment tax-exempt entities operated exclusively for charitable purposes. It does not Funds provided to the institution, the principal of which is not expendable by the include company-sponsored foundations. institution under the terms of the agreement that created the fund. Endowment Funds to be retained and invested for income-producing purposes. Corporations Term endowment This category includes corporations, businesses, partnerships, and Similar to true endowment except that all or part of the funds may be expended Loan Funds cooperatives that have been organized for profit-making purposes, including after a stated period or upon the occurrence of a certain event as stated in the terms Outright gifts restricted by donors to be available for loans to students, faculty and staff. corporations owned by individuals and families and other closely held governing the funds. companies. This category also includes company-sponsored foundations as well as industry trade associations. Irrevocable Deferred Gifts Quasi-endowment Irrevocable commitments such as charitable gift annuities, charitable remainder trusts Funds functioning as endowment such as surplus funds that have been added to (including those administered outside the institution), gifts to pooled income funds, and Other Organizations the endowment fund, the principal of which may be spent at the discretion of the remainder interests in property. Organizations not reported elsewhere, including religious and community governing board. organizations, fundraising consortia, and any other nongovernmental agencies.

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